Top 5840 Client services Jobs in Berlin, Ct

Client Service Associate
Atlantic Wealth Advisors —Glastonbury, CT
- From $65,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health insurance
Quick Apply
School Based Outpatient Clinician (Fee for Service)
Cornerstone Counseling Center —New Britain, CT
- $40 - $90 an hour
- Part-time
- Background check
- School experience
- Adults
Quick Apply
14d
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Home Care Office Manager
Generations Home Care —Middletown, CT
- $45,000 - $50,000 a year
- Email
- Microsoft Outlook
- Mid-level
- Office
- Paid time off
- Employee discount
Quick Apply
1d
Hybrid Data Analyst in Southington, CT
Company Confidential —Southington, CT
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
Quick Apply
Care4Kids Client Services Representative
United Way of Connecticut Inc —Rocky Hill, CT
- $20 an hour
- Monday to Friday
- Hybrid work
- High school diploma or GED
- Organizational skills
- Entry level
- Paid training
- Paid holidays
1d
Conversion Services - Client Services Manager - Req #603
COCC —Southington, CT
- $95,700 - $143,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Wellness program
- Tuition reimbursement
Quick Apply
Application Specialist I - Integrations - Req# 598
COCC —Southington, CT
- $48,110 - $65,104 a year
- Full-time
- Hybrid work
- Research
- Bachelor's degree
- US work authorization
- Wellness program
- Tuition reimbursement
Quick Apply
Data Processor
Cathedral Corporation —Berlin, CT
- $17 - $24 an hour
- Part-time
- Microsoft Excel
- English
- Office
Quick Apply
Application Specialist I- Deposits #531
COCC —Southington, CT
- $48,110 - $66,104 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Wellness program
- Tuition reimbursement
Quick Apply
Job File Coordinator | Competitive Pay | PTO, Health Benefits, Career Growth
Servpro of Middletown/ New Britain —Middletown, CT
- $22 - $25 an hour
- Full-time
- Customer service
- Administrative experience
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Office Administrative Assistant
Careco Shoreline —Berlin, CT
- $22 - $28 an hour
- Part-time
- Sales
- Office
- Home Health
Quick Apply
Client Success & Operations Coordinator
Relentless Performance —Farmington, CT
- $23 - $28 an hour
- Part-time
- Hybrid work
- Administrative experience
- Clinic
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
12d
Client Service Representative
VCA Animal Hospitals —Plainville, CT
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Service Representative
Pacific Rise Co —Hartford, CT
- $20 - $29 an hour
- Urgently hiring
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
3d
Customer Service Representative
Middlesex Health —Middletown, CT
- Part-time
- Computer literacy
- High school diploma or GED
- Computer skills
2d
Weekend Team Coordinator (Scheduler, Office, Medical) - HomeCare
Hartford HealthCare at Home —Southington, CT
- Part-time
- Computer literacy
- Medical office experience
- Mid-level
Quick Apply
Relationship Banker - Berlin, CT
M&T Bank —Berlin, CT
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
Receptionist
Middlesex Health —Middletown, CT
- Full-time
- Surgery
- Computer literacy
- HIPAA
- Health insurance
- Tuition reimbursement
Client Services Representative
Trane Technologies —Rocky Hill, CT
- $61,496.66 - $89,424.99 a year
- Extended hours
- Clean driving record
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance

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Client Service Associate

Atlantic Wealth Advisors
Glastonbury, CT

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching

Qualifications

Financial planning software
Customer communication
Financial services customer support
Microsoft Excel
Customer relationship building
DocuSign
Attention to detail
Financial services
CRM system proficiency
Client email correspondence
Client interaction via phone calls

Full Job Description

Atlantic Wealth Advisors is an independent private wealth investment advisory firm headquartered in Glastonbury, CT with a virtual team based in Palm Beach County, FL. We provide financial planning, consulting, and investment management to a diverse range of clients. Delivering a consistent superior client experience is core to our practice principles and philosophy.

Summary of Ideal Candidate:

This is a full-time position for a Client Service Associate that would serve as the primary customer service support to the advisor’s clients and with day-to-day administrative and operational tasks. We are seeking an individual who is patient, precise, consistent, detailed, task oriented, and has great interpersonal skills that engenders client confidence.

Principal Responsibilities:

Provide office coverage functioning as an administrative associate to the team.
Assist clients in completion of all necessary documents and ensure all required forms are completed and accurate.
Lead and manage onboarding, servicing, and maintenance activities for new and existing clients.
Facilitate and follow up on outstanding transactions with clients (e.g., transfers).
Maintain appropriate turnaround time for incoming items (e.g., 24 hours for checks).
Maintain updated client contact records using CRM system.
Maintain up-to-date organized client e-files, including digital copies of all signed applications and forms, according to compliance requirements.
Prepare and send outgoing mail/process all incoming mail.
Exceptional customer service experience including strong written communications – brevity and clarity.
Proficiency with computer programs and use of multiple communication methods to ensure a consistent and exceptional client service experience, including MS Word, PowerPoint, and Excel.
Ability to interact with people across all levels of the business.
Detail oriented – precision is key.
Efficient time management – prioritize workload and meet deadlines.
Exceptional organizational skills: including digital resources (such as One drive, DocuSign, etc.) calendars, travel, appointments, events, client contact records, scanning, assist with client appreciation dinners as directed by the advisor, etc.).
Ability to work efficiently on assigned tasks with little assistance.
Familiarity with financial planning software (i.e., eMoney, Right Capital, etc.) a plus.

Compensation and Benefits – base salary plus discretionary bonus/profit sharing based on practice profitability, 401k with match, subsidized health/dental care insurance, and 3 weeks PTO to start. Starting salary range of $65,000 – $95,000, commensurate with experience.

Experience:

Client service in wealth management practice: 3-5 years (Required). Past or current experience with Commonwealth Financial or LPL a big plus.

Work Location:

In person at our Glastonbury office, but flexible for 1-2 days of remote work.

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off

Experience:

client service in wealth management practice: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in berlin, ct

Client Service Associate

School Based Outpatient Clinician (Fee for Service)

Associate Analyst

Home Care Office Manager

Hybrid Data Analyst in Southington, CT

Care4Kids Client Services Representative

Conversion Services - Client Services Manager - Req #603

Application Specialist I - Integrations - Req# 598

Data Processor

Application Specialist I- Deposits #531

Job File Coordinator | Competitive Pay | PTO, Health Benefits, Career Growth

Office Administrative Assistant

Client Success & Operations Coordinator

Client Service Representative

Client Service Representative

Customer Service Representative

Weekend Team Coordinator (Scheduler, Office, Medical) - HomeCare

Relationship Banker - Berlin, CT

Receptionist

Client Services Representative

I want to receive the latest job alert for client services in berlin, ct

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